The Safety of your Personal Information is Paramount

TAX Mitigators is the premiere member of the United Cloud Partners Services Network. We are proud to operate in an exclusive, private, and secure, IRS Circular 230 compliant communications infrastructure to submit all state and federal tax preparation work documents. We participate in the tax return preparation process via a proprietary nationwide network through the CPATAXBANK services offered through United Cloud Partners Services so the security of our system is of the highest available anywhere! Your tax and financial data are secure with our firm.

Intake Form

 

A tax intake questionnaire can facilitate the process of pulling together your tax information. This basic tax intake tool is designed for new clients to be proactive and allows you to quickly gather the information you need for us to be able to help you. It is one of many tax resources that we offer to our clients. You can then print the completed tax intake tool and mail it, schedule a pick-up or request a client portal link to be sent to you to upload from home… whichever way best serves you! Please NEVER fax or e-mail any completed forms over the phone lines or internet… It’s simply not safe! We can help you securely send data over the internet through our private Information Technology system with Client Portal Links if you so desire. We also often find it helpful if you provide us with your last two years tax returns that include all prior year information and any applicable carryover data.